SYM Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

SYM Financial Corp’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$144K	Buy	+221	New	+$151K	0.01%	331
2025 Q4	–	Sell	-1,080	Closed	-$723K	–	437
2025 Q3	$723K	Hold	1,080	–	–	0.08%	76
2025 Q2	$671K	Buy	+1,080	New	+$620K	0.08%	92
2025 Q1	–	Sell	-51	Closed	-$30K	–	371
2024 Q4	$30K	Buy	+51	New	+$30.2K	﹤0.01%	295
2024 Q1	–	Sell	-94	Closed	-$44.9K	–	177
2023 Q4	$44.9K	Sell	94 -505	-84%	-$226K	0.01%	139
2023 Q3	$257K	Buy	599 +551	+1,148%	+$246K	0.05%	79
2023 Q2	$21.2K	Buy	+48	New	+$20.2K	﹤0.01%	92
2022 Q3	–	Sell	-79	Closed	-$30K	–	111
2022 Q2	$30K	Sell	79 -45	-36%	-$18.5K	0.01%	87
2022 Q1	$56K	Hold	124	–	–	0.02%	74
2021 Q4	$59K	Hold	124	–	–	0.02%	74
2021 Q3	$53K	Hold	124	–	–	0.03%	80
2021 Q2	$53K	Buy	+124	New	+$51.9K	0.03%	63

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

SYM Financial Corp's IVV Position: Q1 2026 in Review

SYM Financial Corp opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 221 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #331 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in IVV as recently as Q3 2025.

SYM Financial Corp first reported a position in IVV in Q2 2021 and has held it in 12 quarters since. The position peaked at $723K in Q3 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

SYM Financial Corp held 221 shares of iShares Core S&P 500 ETF worth $144K as of Q1 2026.
iShares Core S&P 500 ETF was a new SYM Financial Corp position in Q1 2026.
iShares Core S&P 500 ETF made up 0.01% of SYM Financial Corp's portfolio in Q1 2026, its #331 holding.
SYM Financial Corp first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 12 quarters since.
SYM Financial Corp's iShares Core S&P 500 ETF position peaked at $723K in Q3 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.